Knoxville, TN CPA and Accounting Firm

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865-212-4867 / 844-527-2477

Personal Accounting Services for Individuals

Personal Accounting Services from Experienced Tax ProfessionalAt Lawhorn CPA Group, we take pride in our commitment to you and in the personal accounting services we provide. We focus on communicating with you to better understand your unique situation. We then develop personalized tax planning and strategy options to help you achieve your financial and tax goals.

An individual who pays taxes via a W-2 form represents a relatively straightforward IRS filing process. But what about those who have multiple investments, operate sole proprietorships, are self-insured, or incur unreimbursed job expenses, etc.?

Each of our Individual Service Packages is designed to fulfill not only our client’s tax filing requirements, but also to encourage our clients to utilize their unique abilities to reach their own personal goals and Ideal Horizon.

  • Our ESSENTIAL package is for taxpayers who need to file a simple tax return based on W-2 and/or 1099R income. (NOTE: this package is only available through the April 15th filing deadline.)
  • The ADVANTAGE package is perfect for those whose needs have moved beyond the essentials. They have some basic tax questions and need guidance for itemized deductions and/or stock transactions.
  • Our STRATEGIC package is designed for clients that need solid tax strategies and planning customized on an on-going basis. Includes a results appointment as well as tax planner and IRS Power-of-Attorney services.
  • The INSIGHT package is an excellent option for business owners in need of comprehensive reporting to third parties, as well as monitoring of personal assets. A cyber-folio, personal financial statements, and IRS issues representation are included.
  • Our HORIZON package is ideal for individuals with a need for a holistic tax- and wealth-planning program. This includes high income and complex tax concerns that can benefit from coordinating legal, financial, and accounting professionals who will create and implement an estate plan and conduct entity structuring.

Individual Services & Package Options Brochure